See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,638 | $154,228+47.0% | $145,433+55.8% | $137,256+65.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | -2.19% | 74.59%-76.8pp | 66.58%-68.8pp | 220.34%-222.5pp |
| Employer contribution / active EE | $3,438 | $4,804-28.4% | $4,554-24.5% | $4,156-17.3% |
| Participant deferral / active EE | $11,750 | $8,216+43.0% | $7,897+48.8% | $6,407+83.4% |
| Admin fee / account holder | $33,777 | $14,344+135.5% | $13,129+157.3% | $12,270+175.3% |